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Our Services

Investment Management - Alternative Investment Advisors, LLC

  • Bonds
  • Brokerage Accounts
  • Common Stock
  • CD's
  • Managed Money Accounts
  • Mutual Funds
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
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Financial Planning

  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Gifting Programs
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Insurance & Relationships

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Variable Annuity
  • Fixed Annuity
  • Index Annuity

Relationships

  • Certified Public Accountants
  • Trust and Will Establishment
  • Elder Law Attorney
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